SBI Magnum Comma Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
SBI Comma Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3148 Cr | ₹786 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 31 Oct 2019 | 08 Aug 2005 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI,MSCI ACWI Information Technology TRI | NIFTY COMMODITIES TRI |
| Turn Over | 9.69% | 65% |
| Expense Ratio | 1.88 | 2.52 |
| Manager | Arjun Khanna | Pradeep Kesavan |
| ISIN Code | INF174KA1EW8 | INF200K01339 |
| Exits Load | Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.75% | 3.67% |
| 6 Month | 15.67% | 12.86% |
| 1 Year | 10.64% | 6.43% |
| 3 Year | 23.4% | 16.71% |
| 5 Year | 23.61% | 21.32% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.28% | 1.53% |
| 1 Year | 16.61% | 13.01% |
| 3 Year | 20.3% | 14.01% |
| 5 Year | 18.63% | 13.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.09% | 8.54% |
| 3 Year | 19.97% | 11.92% |
| 5 Year | 24.46% | 11.01% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.98% | 15.11% |
| Sharp | 1.16% | 0.63% |
| Beta | - | 0.79% |
| Alpha | - | 0.35% |
Fund Managers
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Pradeep Kesavan |
| Total AUM | ₹169639 Cr | ₹434274 Cr |
| Funds Managed | 24 | 43 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | SBI Comma Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.78 | 8.28 |
| Large Cap | 32.61 | 47.47 |
| Mid Cap | 25.4 | 16.58 |
| Small Cap | 18.21 | 27.67 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
SBI Comma Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.63 | 6.13 |
| Energy | 2.77 | 23.84 |
| Consumer Cyclical | 24.14 | 3.85 |
| Financial Services | 9.64 | 1.95 |
| Healthcare | 14.25 | - |
| Basic Materials | 3.15 | 52.58 |
| Technology | 2.45 | - |
| Consumer Defensive | 4.4 | 4.06 |
| Industrials | 13.14 | - |
| Communication Services | 4.51 | - |
| Real Estate | 0.93 | - |
| Utilities | - | 7.58 |
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